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FWWMX vs JVARX
FWWMX vs JVARX Comparison
Open Charts FWWMX vs JVARX
American Funds Washington Mutual 529-F-3
Price$67.33
Change+$0.53 (+0.79%)
VolumeN/A
Net Assets206.71B
JPMorgan Value Advantage R5
Price$39.88
Change+$0.37 (+0.94%)
VolumeN/A
Net Assets8.93B
FWWMX vs JVARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. JVARX (8.93B). JVARX pays higher dividends than FWWMX: JVARX (1.49) vs FWWMX (1.41). FWWMX was incepted earlier than JVARX: FWWMX (5 years) vs JVARX (9 years). JVARX (0.69) is less costly to investors than FWWMX (0.31). JVARX is a more actively managed with annual turnover of: 36.00 vs. FWWMX (29.00). JVARX has a lower initial minimum investment than FWWMX: JVARX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.12 vs. JVARX (-5.48).
| FWWMX | JVARX | FWWMX / JVARX | |
| Total Expense Ratio | 0.31 | 0.60 | 52% |
| Annual Report Gross Expense Ratio | 0.31 | 0.69 | 45% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.771 | 5.416 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.93B | 2,318% |
| Annual Yield % from dividends | 1.41 | 1.49 | 95% |
| Returns for 1 year | 4.12 | -5.48 | -75% |
| Returns for 3 years | 42.99 | 12.27 | 350% |
| Returns for 5 years | N/A | 32.19 | - |
| Returns for 10 years | N/A | N/A | - |
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